Blog | 401(k) Marketing

401(k) Advisor: OPPORTUNITY, IS THAT YOU?

With change comes opportunity – and if you’re a 401(k) advisor, the new Conflict of Interest Rule is a HUGE opportunity. This new...

401k Advisors: Marketing Works in a Squiggly Line

Let’s say you post on social media, a prospect sees your post and clicks over to your website. Then they read your biography and a...

3 Ways To Differentiate Yourself In The Fiduciary Rule Regime

ATTENTION 401(k) PLAN ADVISORS: With the finalization of the conflict of interest rule, you just lost a major competitive advantage, “I’m...

401k Advisors: Should Marketing Come Out of My Pocket?

Some years ago, you had the bold idea to step out on your own as a retirement plan advisor: to forge your own destiny! At that point, all...

Is your website important?

Is your website important? A TPA office once told me, “We have two store fronts. The first one is here, and we have a receptionist,...

3 Brand Building Ideas

What Do You Need to Compete in Today’s TPA Marketplace? Below are three marketing ideas to professionalize your TPA firm. These branding...

401(k) Speed Dating with Rebecca Hourihan

The 401(k) Study Group invited us to speak about prospecting and marketing. We decided to have some fun and turned the discussion into a...

Is your TPA marketing ready for 2016?

Oh, the glorious holidays. Did anyone else eat too much? Drink too much? And, have a great holiday season? Well, now it’s time to...

Your 90 Day Marketing Calendar

Click for your retirement plan specific 90 day marketing calendar. Hope you enjoy! Thanks for reading and Happy Marketing! About 401(k)...

Is marketing an expense or an investment?

First, a special thank you to Chuck Hammond for asking this question on Koffee Talk. If you would like to listen to the mini-podcast,...

Is Marketing an Expense or an Investment?

Check out our interview with The 401(k) Study Group where we discuss whether Marketing is an expense or an investment. Listen Now! Is...

Breaking Up (with your retirement plan advisor) is Hard to Do

Why do we stay in bad relationships? Whether it’s your spouse, a friend, an old car, or your financial advisor, we hold on to the...